Experience

Isler CPA - CPAs and Business Advisors

• United States
• Accounting
• 1 - 100 Employee

• Partner

  • Dec 2016 - 7 years 1 month

  Eugene, Oregon Area

• Senior Tax Manager

  • Oct 2015 - Nov 2016

  Eugene, Oregon Area



Jones & Roth, PC

• Manager

  • Jun 2011 - Sep 2015

  Eugene, Oregon • Manage and review various business and individual tax compliance and planning engagements for clients ranging from multi-entity consolidated returns to individuals. • Review and prepare deferred tax calculations • Provide tax consulting services for individual and business clients • Lead firm wide trainings in various tax topics. • Manage budgets and expectations to assist in meeting client and partner goals • Research and prepare technical tax memos … Show more • Manage and review various business and individual tax compliance and planning engagements for clients ranging from multi-entity consolidated returns to individuals. • Review and prepare deferred tax calculations • Provide tax consulting services for individual and business clients • Lead firm wide trainings in various tax topics. • Manage budgets and expectations to assist in meeting client and partner goals • Research and prepare technical tax memos • Given multiple presentations to local entrepreneurs regarding accounting issues faced by start up companies • Work with a variety of clients ranging from the medical, brewery, and manufacturing industries • Resolved IRS notices, letters, and inquires received by clients • Provide guidance on the proper reporting of foreign assets owned by U.S. individuals • Mentor and train staff

• Senior Accountant

  • Oct 2009 - Jun 2011

  • Prepared, and reviewed various business and individual tax compliance and planning engagements for clients ranging from multi-entity consolidated returns to individuals. • Reviewed and prepared deferred tax calculations • Lead firm wide trainings in various tax topics. • Managed budgets and expectations to assist in meeting client and partner goals • Researched technical tax memos regarding a variety of issues for businesses and individuals for consulting… Show more • Prepared, and reviewed various business and individual tax compliance and planning engagements for clients ranging from multi-entity consolidated returns to individuals. • Reviewed and prepared deferred tax calculations • Lead firm wide trainings in various tax topics. • Managed budgets and expectations to assist in meeting client and partner goals • Researched technical tax memos regarding a variety of issues for businesses and individuals for consulting, compliance, and planning purposes • Given multiple presentations to local entrepreneurs regarding accounting issues for start up companies • Provided guidance on the proper reporting of foreign assets owned by U.S. individuals • Work with a variety of clients ranging from the medical, brewery, and manufacturing industries



KPMG

• Brazil
• Construction

• Federal Senior Tax Associate

  • Sep 2007 - Oct 2009

  Denver Colorado • Prepared and reviewed consolidated and separate company, partnership, and other types of federal tax returns and forms • Prepared and reviewed FAS 109 tax provisions • Researched various federal tax issues • Resolved IRS notices, letters, and inquires received by clients • Supervised group of tax staff on consulting and compliance engagements • Prepared and presented various tax topics to staff, managers, and partners

• Federal Tax Associate

  • Sep 2005 - Sep 2007